Module: mis_builder_budget - Odoo Module Metadata

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MIS Builder Budget

mis_builder_budget

REPOSITORY
REPOSITORY	OCA/mis-builder
GIT
GIT	https://github.com/OCA/mis-builder.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/mis-builder/tree/19.0/mis_builder_budget
VERSION
VERSION	1.0.0
CATEGORY
CATEGORY	Uncategorized
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Odoo Community Association (OCA), ACSONE SA/NV
MAINTAINERS
MAINTAINERS	Odoo Community Association (OCA), ACSONE SA/NV
COMMITTERS
COMMITTERS	Stéphane Bidoul, OCA-git-bot, oca-ci
WEBSITE
WEBSITE	https://github.com/OCA/mis-builder
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 19:40:50
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/mis-builder: - mis_builder OCA/reporting-engine: - report_xlsx OCA/server-ux: - date_range odoo/odoo: - account - base_setup - base - web - onboarding - product - mail - bus - web_tour - html_editor - uom - analytic - portal - http_routing - auth_signup - digest - resource - board - spreadsheet_dashboard - spreadsheet
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	xlrd xlsxwriter
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	Create budgets for MIS reports. This module lets you create budgets for any MIS report. Several budgets can be created for a given report template (ie one budget per year). Budget figures are provided by KPI or by GL account, with different time periods. A budget can then be selected as a data source for a MIS report column, and the report will show the budgeted values for each KPI, adjusted for the period of the column.

Code Analysis

Views touched (13)

XML ID	Name	Model	Type	Status
`mis_budget_by_account_form_view`	mis.budget.by.account.form (in mis_builder_budget)	mis.budget.by.account	form	New
`mis_budget_by_account_item_list_view`	mis.budget.by.account.item.list (in mis_builder_budget)	mis.budget.by.account.item	list	New
`mis_budget_by_account_item_search_view`	mis.budget.by.account.item.search (in mis_builder_budget)	mis.budget.by.account.item	search	New
`mis_budget_by_account_list_view`	mis.budget.by.account.list (in mis_builder_budget)	mis.budget.by.account	list	New
`mis_budget_by_account_search_view`	mis.budget.by.account.search (in mis_builder_budget)	mis.budget.by.account	search	New
`mis_budget_form_view`	mis.budget.form (in mis_builder_budget)	mis.budget	form	New
`mis_budget_item_list_view`	mis.budget.item.list (in mis_builder_budget)	mis.budget.item	list	New
`mis_budget_item_search_view`	mis.budget.item.search (in mis_builder_budget)	mis.budget.item	search	New
`mis_budget_list_view`	mis.budget.list (in mis_builder_budget)	mis.budget	list	New
`mis_budget_search_view`	mis.budget.search (in mis_builder_budget)	mis.budget	search	New
`mis_report_instance_period_form_view`	mis.report.instance.period.form (in mis_builder_budget)	mis.report.instance.period	group	Inherits mis_builder.mis_report_instance_period_view_form
`mis_report_view_form`	mis.report.view.form (in mis_builder_budget)	mis.report	xpath	Inherits mis_builder.mis_report_view_form
`mis_report_view_kpi_form`	mis.report.view.kpi.form (in mis_builder_budget)	mis.report.kpi	field	Inherits mis_builder.mis_report_view_kpi_form

Models touched (10)

New fields (3)

active Boolean
copy=False default=True
item_ids One2many → mis.budget.item
comodel_name='mis.budget.item' copy=True inverse_name='budget_id'
report_id Many2one → mis.report
comodel_name='mis.report' required=True string='MIS Report Template'

Public methods (0)

No public methods.

New fields (7)

company_id Many2one → res.company
comodel_name='res.company' default=<expr> string='Company'
date_from Date
required=True string='From' tracking=True
date_range_id Many2one → date.range
comodel_name='date.range' string='Date range'
date_to Date
required=True string='To' tracking=True
description Char
tracking=True
name Char
required=True tracking=True
state Selection
default='draft' required=True tracking=True args: [('draft', 'Draft'), ('confirmed', 'Confirmed'), ('cancelled', 'Cancelled')]

Public methods (4)

action_cancel(self)
action_confirm(self)
action_draft(self)
copy(self, default=None)

New fields (4)

active Boolean
copy=False default=True
allow_items_overlap Boolean
help='If checked, overlap between budget items is allowed'
company_id Many2one
required=False
item_ids One2many → mis.budget.by.account.item
comodel_name='mis.budget.by.account.item' copy=True inverse_name='budget_id'

Public methods (0)

No public methods.

New fields (8)

account_id Many2one → account.account
check_company=True comodel_name='account.account' required=True string='Account'
balance Monetary
compute='_compute_balance' currency_field='company_currency_id' inverse='_inverse_balance' store=True
budget_id Many2one → mis.budget.by.account
comodel_name='mis.budget.by.account'
company_currency_id Many2one → res.currency
help='Utility field to express amount currency' related='company_id.currency_id' store=True string='Company Currency' args: 'res.currency'
company_id Many2one → res.company
comodel_name='res.company' default=<expr> required=True string='Company'
credit Monetary
currency_field='company_currency_id' default=0.0
debit Monetary
currency_field='company_currency_id' default=0.0
name Char
string='Label'

Public methods (0)

No public methods.

New fields (5)

budget_company_id Many2one
related='budget_id.company_id' string='#Technical field: Budget Company'
budget_id Many2one → mis.budget
comodel_name='mis.budget'
company_id Many2one → res.company
comodel_name='res.company' compute='_compute_company_id' readonly=False store=True
kpi_expression_id Many2one
domain="[('kpi_id.report_id', '=', report_id), ('kpi_id.budgetable', '=', True)]"
report_id Many2one
related='budget_id.report_id'

Public methods (0)

No public methods.

New fields (6)

budget_date_from Date
related='budget_id.date_from' string='Budget Date From'
budget_date_to Date
related='budget_id.date_to' string='Budget Date To'
budget_id Many2one → mis.budget.abstract
comodel_name='mis.budget.abstract' index=True ondelete='cascade' required=True string='Budget'
date_from Date
required=True string='From'
date_range_id Many2one → date.range
comodel_name='date.range' domain="[('date_start', '>=', budget_date_from), ('date_end', '<=', budget_date_to)]" string='Date range'
date_to Date
required=True string='To'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

drilldown(self, arg)

New fields (3)

source Selection
ondelete={SRC_MIS_BUDGET: 'cascade', SRC_MIS_BUDGET_BY_ACCOUNT: 'cascade'} selection_add=[(SRC_MIS_BUDGET, 'MIS Budget by KPI'), (SRC_MIS_BUDGET_BY_ACCOUNT, 'MIS Budget by Account')]
source_mis_budget_by_account_id Many2one → mis.budget.by.account
comodel_name='mis.budget.by.account' string='Budget by Account'
source_mis_budget_id Many2one → mis.budget
comodel_name='mis.budget' string='Budget by KPI'

Public methods (0)

No public methods.

New fields (1)

budgetable Boolean
default=False

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (0)

No public methods.

REPOSITORY
REPOSITORY	OCA/mis-builder
GIT
GIT	https://github.com/OCA/mis-builder.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/mis-builder/tree/18.0/mis_builder_budget
VERSION
VERSION	2.0.0
CATEGORY
CATEGORY	Uncategorized
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Odoo Community Association (OCA), ACSONE SA/NV
MAINTAINERS
MAINTAINERS	Odoo Community Association (OCA), ACSONE SA/NV
COMMITTERS
COMMITTERS	Stéphane Bidoul, Sylvain LE GAL, Weblate, OCA-git-bot, oca-ci
WEBSITE
WEBSITE	https://github.com/OCA/mis-builder
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 19:30:18
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/mis-builder: - mis_builder OCA/reporting-engine: - report_xlsx OCA/server-ux: - date_range odoo/odoo: - account - base_setup - base - web - onboarding - product - mail - bus - web_tour - html_editor - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource - board - spreadsheet_dashboard - spreadsheet
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	openupgradelib
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	Create budgets for MIS reports. This module lets you create budgets for any MIS report. Several budgets can be created for a given report template (ie one budget per year). Budget figures are provided by KPI or by GL account, with different time periods. A budget can then be selected as a data source for a MIS report column, and the report will show the budgeted values for each KPI, adjusted for the period of the column.

Code Analysis

Views touched (13)

XML ID	Name	Model	Type	Status
`mis_budget_by_account_form_view`	mis.budget.by.account.form (in mis_builder_budget)	mis.budget.by.account	form	New
`mis_budget_by_account_item_list_view`	mis.budget.by.account.item.list (in mis_builder_budget)	mis.budget.by.account.item	list	New
`mis_budget_by_account_item_search_view`	mis.budget.by.account.item.search (in mis_builder_budget)	mis.budget.by.account.item	search	New
`mis_budget_by_account_list_view`	mis.budget.by.account.list (in mis_builder_budget)	mis.budget.by.account	list	New
`mis_budget_by_account_search_view`	mis.budget.by.account.search (in mis_builder_budget)	mis.budget.by.account	search	New
`mis_budget_form_view`	mis.budget.form (in mis_builder_budget)	mis.budget	form	New
`mis_budget_item_list_view`	mis.budget.item.list (in mis_builder_budget)	mis.budget.item	list	New
`mis_budget_item_search_view`	mis.budget.item.search (in mis_builder_budget)	mis.budget.item	search	New
`mis_budget_list_view`	mis.budget.list (in mis_builder_budget)	mis.budget	list	New
`mis_budget_search_view`	mis.budget.search (in mis_builder_budget)	mis.budget	search	New
`mis_report_instance_period_form_view`	mis.report.instance.period.form (in mis_builder_budget)	mis.report.instance.period	group	Inherits mis_builder.mis_report_instance_period_view_form
`mis_report_view_form`	mis.report.view.form (in mis_builder_budget)	mis.report	xpath	Inherits mis_builder.mis_report_view_form
`mis_report_view_kpi_form`	mis.report.view.kpi.form (in mis_builder_budget)	mis.report.kpi	field	Inherits mis_builder.mis_report_view_kpi_form

Models touched (10)

New fields (3)

active Boolean
copy=False default=True
item_ids One2many → mis.budget.item
comodel_name='mis.budget.item' copy=True inverse_name='budget_id'
report_id Many2one → mis.report
comodel_name='mis.report' required=True string='MIS Report Template'

Public methods (0)

No public methods.

New fields (7)

company_id Many2one → res.company
comodel_name='res.company' default=<expr> string='Company'
date_from Date
required=True string='From' tracking=True
date_range_id Many2one → date.range
comodel_name='date.range' string='Date range'
date_to Date
required=True string='To' tracking=True
description Char
tracking=True
name Char
required=True tracking=True
state Selection
default='draft' required=True tracking=True args: [('draft', 'Draft'), ('confirmed', 'Confirmed'), ('cancelled', 'Cancelled')]

Public methods (4)

action_cancel(self)
action_confirm(self)
action_draft(self)
copy(self, default=None)

New fields (4)

active Boolean
copy=False default=True
allow_items_overlap Boolean
help='If checked, overlap between budget items is allowed'
company_id Many2one
required=False
item_ids One2many → mis.budget.by.account.item
comodel_name='mis.budget.by.account.item' copy=True inverse_name='budget_id'

Public methods (0)

No public methods.

New fields (8)

account_id Many2one → account.account
check_company=True comodel_name='account.account' required=True string='Account'
balance Monetary
compute='_compute_balance' currency_field='company_currency_id' inverse='_inverse_balance' store=True
budget_id Many2one → mis.budget.by.account
comodel_name='mis.budget.by.account'
company_currency_id Many2one → res.currency
help='Utility field to express amount currency' related='company_id.currency_id' store=True string='Company Currency' args: 'res.currency'
company_id Many2one → res.company
comodel_name='res.company' default=<expr> required=True string='Company'
credit Monetary
currency_field='company_currency_id' default=0.0
debit Monetary
currency_field='company_currency_id' default=0.0
name Char
string='Label'

Public methods (0)

No public methods.

New fields (5)

budget_company_id Many2one
related='budget_id.company_id' string='#Technical field: Budget Company'
budget_id Many2one → mis.budget
comodel_name='mis.budget'
company_id Many2one → res.company
comodel_name='res.company' compute='_compute_company_id' readonly=False store=True
kpi_expression_id Many2one
domain="[('kpi_id.report_id', '=', report_id), ('kpi_id.budgetable', '=', True)]"
report_id Many2one
related='budget_id.report_id'

Public methods (0)

No public methods.

New fields (6)

budget_date_from Date
related='budget_id.date_from' string='Budget Date From'
budget_date_to Date
related='budget_id.date_to' string='Budget Date To'
budget_id Many2one → mis.budget.abstract
comodel_name='mis.budget.abstract' index=True ondelete='cascade' required=True string='Budget'
date_from Date
required=True string='From'
date_range_id Many2one → date.range
comodel_name='date.range' domain="[('date_start', '>=', budget_date_from), ('date_end', '<=', budget_date_to)]" string='Date range'
date_to Date
required=True string='To'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

drilldown(self, arg)

New fields (3)

source Selection
ondelete={SRC_MIS_BUDGET: 'cascade', SRC_MIS_BUDGET_BY_ACCOUNT: 'cascade'} selection_add=[(SRC_MIS_BUDGET, 'MIS Budget by KPI'), (SRC_MIS_BUDGET_BY_ACCOUNT, 'MIS Budget by Account')]
source_mis_budget_by_account_id Many2one → mis.budget.by.account
comodel_name='mis.budget.by.account' string='Budget by Account'
source_mis_budget_id Many2one → mis.budget
comodel_name='mis.budget' string='Budget by KPI'

Public methods (0)

No public methods.

New fields (1)

budgetable Boolean
default=False

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (0)

No public methods.

REPOSITORY
REPOSITORY	OCA/mis-builder
GIT
GIT	https://github.com/OCA/mis-builder.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/mis-builder/tree/17.0/mis_builder_budget
VERSION
VERSION	1.4.0
CATEGORY
CATEGORY	Uncategorized
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Odoo Community Association (OCA), ACSONE SA/NV
MAINTAINERS
MAINTAINERS	Odoo Community Association (OCA), ACSONE SA/NV
COMMITTERS
COMMITTERS	Stéphane Bidoul, Daniel Reis, Weblate, OCA-git-bot, oca-ci
WEBSITE
WEBSITE	https://github.com/OCA/mis-builder
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 19:20:10
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/mis-builder: - mis_builder OCA/reporting-engine: - report_xlsx OCA/server-ux: - date_range odoo/odoo: - account - base_setup - base - web - onboarding - product - mail - bus - web_tour - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource - board - spreadsheet_dashboard - spreadsheet
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	xlrd xlsxwriter
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	Create budgets for MIS reports. This module lets you create budgets for any MIS report. Several budgets can be created for a given report template (ie one budget per year). Budget figures are provided by KPI or by GL account, with different time periods. A budget can then be selected as a data source for a MIS report column, and the report will show the budgeted values for each KPI, adjusted for the period of the column.

Code Analysis

Views touched (13)

XML ID	Name	Model	Type	Status
`mis_budget_by_account_form_view`	mis.budget.by.account.form (in mis_builder_budget)	mis.budget.by.account	form	New
`mis_budget_by_account_item_search_view`	mis.budget.by.account.item.search (in mis_builder_budget)	mis.budget.by.account.item	search	New
`mis_budget_by_account_item_tree_view`	mis.budget.by.account.item.tree (in mis_builder_budget)	mis.budget.by.account.item	tree	New
`mis_budget_by_account_search_view`	mis.budget.by.account.search (in mis_builder_budget)	mis.budget.by.account	search	New
`mis_budget_by_account_tree_view`	mis.budget.by.account.tree (in mis_builder_budget)	mis.budget.by.account	tree	New
`mis_budget_form_view`	mis.budget.form (in mis_builder_budget)	mis.budget	form	New
`mis_budget_item_search_view`	mis.budget.item.search (in mis_builder_budget)	mis.budget.item	search	New
`mis_budget_item_tree_view`	mis.budget.item.tree (in mis_builder_budget)	mis.budget.item	tree	New
`mis_budget_search_view`	mis.budget.search (in mis_builder_budget)	mis.budget	search	New
`mis_budget_tree_view`	mis.budget.tree (in mis_builder_budget)	mis.budget	tree	New
`mis_report_instance_period_form_view`	mis.report.instance.period.form (in mis_builder_budget)	mis.report.instance.period	group	Inherits mis_builder.mis_report_instance_period_view_form
`mis_report_view_form`	mis.report.view.form (in mis_builder_budget)	mis.report	xpath	Inherits mis_builder.mis_report_view_form
`mis_report_view_kpi_form`	mis.report.view.kpi.form (in mis_builder_budget)	mis.report.kpi	field	Inherits mis_builder.mis_report_view_kpi_form

Models touched (10)

New fields (3)

active Boolean
copy=False default=True
item_ids One2many → mis.budget.item
comodel_name='mis.budget.item' copy=True inverse_name='budget_id'
report_id Many2one → mis.report
comodel_name='mis.report' required=True string='MIS Report Template'

Public methods (0)

No public methods.

New fields (7)

company_id Many2one → res.company
comodel_name='res.company' default=<expr> string='Company'
date_from Date
required=True string='From' tracking=True
date_range_id Many2one → date.range
comodel_name='date.range' string='Date range'
date_to Date
required=True string='To' tracking=True
description Char
tracking=True
name Char
required=True tracking=True
state Selection
default='draft' required=True tracking=True args: [('draft', 'Draft'), ('confirmed', 'Confirmed'), ('cancelled', 'Cancelled')]

Public methods (4)

action_cancel(self)
action_confirm(self)
action_draft(self)
copy(self, default=None)

New fields (4)

active Boolean
copy=False default=True
allow_items_overlap Boolean
help='If checked, overlap between budget items is allowed'
company_id Many2one
required=False
item_ids One2many → mis.budget.by.account.item
comodel_name='mis.budget.by.account.item' copy=True inverse_name='budget_id'

Public methods (0)

No public methods.

New fields (8)

account_id Many2one → account.account
comodel_name='account.account' required=True string='Account'
balance Monetary
compute='_compute_balance' currency_field='company_currency_id' inverse='_inverse_balance' store=True
budget_id Many2one → mis.budget.by.account
comodel_name='mis.budget.by.account'
company_currency_id Many2one → res.currency
help='Utility field to express amount currency' related='account_id.company_id.currency_id' store=True string='Company Currency' args: 'res.currency'
company_id Many2one → res.company
readonly=True related='account_id.company_id' store=True args: 'res.company'
credit Monetary
currency_field='company_currency_id' default=0.0
debit Monetary
currency_field='company_currency_id' default=0.0
name Char
string='Label'

Public methods (0)

No public methods.

New fields (5)

budget_company_id Many2one
related='budget_id.company_id' string='#Technical field: Budget Company'
budget_id Many2one → mis.budget
comodel_name='mis.budget'
company_id Many2one → res.company
comodel_name='res.company' compute='_compute_company_id' readonly=False store=True
kpi_expression_id Many2one
domain="[('kpi_id.report_id', '=', report_id), ('kpi_id.budgetable', '=', True)]"
report_id Many2one
related='budget_id.report_id'

Public methods (0)

No public methods.

New fields (6)

budget_date_from Date
related='budget_id.date_from' string='Budget Date From'
budget_date_to Date
related='budget_id.date_to' string='Budget Date To'
budget_id Many2one → mis.budget.abstract
comodel_name='mis.budget.abstract' index=True ondelete='cascade' required=True string='Budget'
date_from Date
required=True string='From'
date_range_id Many2one → date.range
comodel_name='date.range' domain="[('date_start', '>=', budget_date_from), ('date_end', '<=', budget_date_to)]" string='Date range'
date_to Date
required=True string='To'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

drilldown(self, arg)

New fields (3)

source Selection
ondelete={SRC_MIS_BUDGET: 'cascade', SRC_MIS_BUDGET_BY_ACCOUNT: 'cascade'} selection_add=[(SRC_MIS_BUDGET, 'MIS Budget by KPI'), (SRC_MIS_BUDGET_BY_ACCOUNT, 'MIS Budget by Account')]
source_mis_budget_by_account_id Many2one → mis.budget.by.account
comodel_name='mis.budget.by.account' string='Budget by Account'
source_mis_budget_id Many2one → mis.budget
comodel_name='mis.budget' string='Budget by KPI'

Public methods (0)

No public methods.

New fields (1)

budgetable Boolean
default=False

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

name_search(self, name='', args=None, operator='ilike', limit=100)
@api.model

REPOSITORY
REPOSITORY	OCA/mis-builder
GIT
GIT	https://github.com/OCA/mis-builder.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/mis-builder/tree/16.0/mis_builder_budget
VERSION
VERSION	5.4.0
CATEGORY
CATEGORY	Uncategorized
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Odoo Community Association (OCA), ACSONE SA/NV
MAINTAINERS
MAINTAINERS	Odoo Community Association (OCA), ACSONE SA/NV
COMMITTERS
COMMITTERS	Stéphane Bidoul, Weblate, OCA-git-bot, François Honoré, oca-ci, Zina Rasoamanana, Dũng (Trần Đình)
WEBSITE
WEBSITE	https://github.com/OCA/mis-builder
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:53:57
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/mis-builder: - mis_builder OCA/reporting-engine: - report_xlsx OCA/server-ux: - date_range odoo/odoo: - account - base_setup - base - web - product - mail - bus - web_tour - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource - board - spreadsheet_dashboard - spreadsheet
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (13)

XML ID	Name	Model	Type	Status
`mis_budget_by_account_form_view`	mis.budget.by.account.form (in mis_builder_budget)	mis.budget.by.account	form	New
`mis_budget_by_account_item_search_view`	mis.budget.by.account.item.search (in mis_builder_budget)	mis.budget.by.account.item	search	New
`mis_budget_by_account_item_tree_view`	mis.budget.by.account.item.tree (in mis_builder_budget)	mis.budget.by.account.item	tree	New
`mis_budget_by_account_search_view`	mis.budget.by.account.search (in mis_builder_budget)	mis.budget.by.account	search	New
`mis_budget_by_account_tree_view`	mis.budget.by.account.tree (in mis_builder_budget)	mis.budget.by.account	tree	New
`mis_budget_form_view`	mis.budget.form (in mis_builder_budget)	mis.budget	form	New
`mis_budget_item_search_view`	mis.budget.item.search (in mis_builder_budget)	mis.budget.item	search	New
`mis_budget_item_tree_view`	mis.budget.item.tree (in mis_builder_budget)	mis.budget.item	tree	New
`mis_budget_search_view`	mis.budget.search (in mis_builder_budget)	mis.budget	search	New
`mis_budget_tree_view`	mis.budget.tree (in mis_builder_budget)	mis.budget	tree	New
`mis_report_instance_period_form_view`	mis.report.instance.period.form (in mis_builder_budget)	mis.report.instance.period	group	Inherits mis_builder.mis_report_instance_period_view_form
`mis_report_view_form`	mis.report.view.form (in mis_builder_budget)	mis.report	xpath	Inherits mis_builder.mis_report_view_form
`mis_report_view_kpi_form`	mis.report.view.kpi.form (in mis_builder_budget)	mis.report.kpi	field	Inherits mis_builder.mis_report_view_kpi_form

Models touched (10)

New fields (3)

active Boolean
copy=False default=True
item_ids One2many → mis.budget.item
comodel_name='mis.budget.item' copy=True inverse_name='budget_id'
report_id Many2one → mis.report
comodel_name='mis.report' required=True string='MIS Report Template'

Public methods (0)

No public methods.

New fields (7)

company_id Many2one → res.company
comodel_name='res.company' default=<expr> string='Company'
date_from Date
required=True string='From' tracking=True
date_range_id Many2one → date.range
comodel_name='date.range' string='Date range'
date_to Date
required=True string='To' tracking=True
description Char
tracking=True
name Char
required=True tracking=True
state Selection
default='draft' required=True tracking=True args: [('draft', 'Draft'), ('confirmed', 'Confirmed'), ('cancelled', 'Cancelled')]

Public methods (4)

action_cancel(self)
action_confirm(self)
action_draft(self)
copy(self, default=None)

New fields (4)

active Boolean
copy=False default=True
allow_items_overlap Boolean
help='If checked, overlap between budget items is allowed'
company_id Many2one
required=False
item_ids One2many → mis.budget.by.account.item
comodel_name='mis.budget.by.account.item' copy=True inverse_name='budget_id'

Public methods (0)

No public methods.

New fields (8)

account_id Many2one → account.account
comodel_name='account.account' required=True string='Account'
balance Monetary
compute='_compute_balance' currency_field='company_currency_id' inverse='_inverse_balance' store=True
budget_id Many2one → mis.budget.by.account
comodel_name='mis.budget.by.account'
company_currency_id Many2one → res.currency
help='Utility field to express amount currency' readonly=True related='account_id.company_id.currency_id' store=True string='Company Currency' args: 'res.currency'
company_id Many2one → res.company
readonly=True related='account_id.company_id' store=True args: 'res.company'
credit Monetary
currency_field='company_currency_id' default=0.0
debit Monetary
currency_field='company_currency_id' default=0.0
name Char
string='Label'

Public methods (0)

No public methods.

New fields (5)

budget_company_id Many2one
related='budget_id.company_id' string='#Technical field: Budget Company'
budget_id Many2one → mis.budget
comodel_name='mis.budget'
company_id Many2one → res.company
comodel_name='res.company' compute='_compute_company_id' readonly=False store=True
kpi_expression_id Many2one
domain="[('kpi_id.report_id', '=', report_id), ('kpi_id.budgetable', '=', True)]"
report_id Many2one
readonly=True related='budget_id.report_id'

Public methods (0)

No public methods.

New fields (6)

budget_date_from Date
readonly=True related='budget_id.date_from' string='Budget Date From'
budget_date_to Date
readonly=True related='budget_id.date_to' string='Budget Date To'
budget_id Many2one → mis.budget.abstract
comodel_name='mis.budget.abstract' index=True ondelete='cascade' required=True string='Budget'
date_from Date
required=True string='From'
date_range_id Many2one → date.range
comodel_name='date.range' domain="[('date_start', '>=', budget_date_from), ('date_end', '<=', budget_date_to)]" string='Date range'
date_to Date
required=True string='To'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

drilldown(self, arg)

New fields (3)

source Selection
ondelete={SRC_MIS_BUDGET: 'cascade', SRC_MIS_BUDGET_BY_ACCOUNT: 'cascade'} selection_add=[(SRC_MIS_BUDGET, 'MIS Budget by KPI'), (SRC_MIS_BUDGET_BY_ACCOUNT, 'MIS Budget by Account')]
source_mis_budget_by_account_id Many2one → mis.budget.by.account
comodel_name='mis.budget.by.account' string='Budget by Account'
source_mis_budget_id Many2one → mis.budget
comodel_name='mis.budget' string='Budget by KPI'

Public methods (0)

No public methods.

New fields (1)

budgetable Boolean
default=False

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

name_search(self, name='', args=None, operator='ilike', limit=100)
@api.model

REPOSITORY
REPOSITORY	OCA/mis-builder
GIT
GIT	https://github.com/OCA/mis-builder.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/mis-builder/tree/15.0/mis_builder_budget
VERSION
VERSION	4.0.2
CATEGORY
CATEGORY	Uncategorized
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Odoo Community Association (OCA), ACSONE SA/NV
MAINTAINERS
MAINTAINERS	Odoo Community Association (OCA), ACSONE SA/NV
COMMITTERS
COMMITTERS	Stéphane Bidoul, OCA Transbot, Weblate, OCA-git-bot, oca-ci, Maksym Yankin
WEBSITE
WEBSITE	https://github.com/OCA/mis-builder
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:46:42
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/mis-builder: - mis_builder OCA/reporting-engine: - report_xlsx OCA/server-ux: - date_range odoo/odoo: - account - base_setup - base - web - product - mail - bus - web_tour - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource - board
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	xlrd xlsxwriter
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (13)

XML ID	Name	Model	Type	Status
`mis_budget_by_account_form_view`	mis.budget.by.account.form (in mis_builder_budget)	mis.budget.by.account	form	New
`mis_budget_by_account_item_search_view`	mis.budget.by.account.item.search (in mis_builder_budget)	mis.budget.by.account.item	search	New
`mis_budget_by_account_item_tree_view`	mis.budget.by.account.item.tree (in mis_builder_budget)	mis.budget.by.account.item	tree	New
`mis_budget_by_account_search_view`	mis.budget.by.account.search (in mis_builder_budget)	mis.budget.by.account	search	New
`mis_budget_by_account_tree_view`	mis.budget.by.account.tree (in mis_builder_budget)	mis.budget.by.account	tree	New
`mis_budget_form_view`	mis.budget.form (in mis_builder_budget)	mis.budget	form	New
`mis_budget_item_search_view`	mis.budget.item.search (in mis_builder_budget)	mis.budget.item	search	New
`mis_budget_item_tree_view`	mis.budget.item.tree (in mis_builder_budget)	mis.budget.item	tree	New
`mis_budget_search_view`	mis.budget.search (in mis_builder_budget)	mis.budget	search	New
`mis_budget_tree_view`	mis.budget.tree (in mis_builder_budget)	mis.budget	tree	New
`mis_report_instance_period_form_view`	mis.report.instance.period.form (in mis_builder_budget)	mis.report.instance.period	group	Inherits mis_builder.mis_report_instance_period_view_form
`mis_report_view_form`	mis.report.view.form (in mis_builder_budget)	mis.report	xpath	Inherits mis_builder.mis_report_view_form
`mis_report_view_kpi_form`	mis.report.view.kpi.form (in mis_builder_budget)	mis.report.kpi	field	Inherits mis_builder.mis_report_view_kpi_form

Models touched (10)

New fields (2)

item_ids One2many → mis.budget.item
comodel_name='mis.budget.item' copy=True inverse_name='budget_id'
report_id Many2one → mis.report
comodel_name='mis.report' required=True string='MIS Report Template'

Public methods (0)

No public methods.

New fields (7)

company_id Many2one → res.company
comodel_name='res.company' default=<expr> string='Company'
date_from Date
required=True string='From' tracking=True
date_range_id Many2one → date.range
comodel_name='date.range' string='Date range'
date_to Date
required=True string='To' tracking=True
description Char
tracking=True
name Char
required=True tracking=True
state Selection
default='draft' required=True tracking=True args: [('draft', 'Draft'), ('confirmed', 'Confirmed'), ('cancelled', 'Cancelled')]

Public methods (4)

action_cancel(self)
action_confirm(self)
action_draft(self)
copy(self, default=None)

New fields (3)

allow_items_overlap Boolean
help='If checked, overlap between budget items is allowed'
company_id Many2one
required=True
item_ids One2many → mis.budget.by.account.item
comodel_name='mis.budget.by.account.item' copy=True inverse_name='budget_id'

Public methods (0)

No public methods.

New fields (8)

account_id Many2one → account.account
comodel_name='account.account' required=True string='Account'
balance Monetary
compute='_compute_balance' currency_field='company_currency_id' inverse='_inverse_balance' store=True
budget_id Many2one → mis.budget.by.account
comodel_name='mis.budget.by.account'
company_currency_id Many2one → res.currency
help='Utility field to express amount currency' readonly=True related='budget_id.company_id.currency_id' store=True string='Company Currency' args: 'res.currency'
company_id Many2one → res.company
readonly=True related='budget_id.company_id' store=True args: 'res.company'
credit Monetary
currency_field='company_currency_id' default=0.0
debit Monetary
currency_field='company_currency_id' default=0.0
name Char
string='Label'

Public methods (0)

No public methods.

New fields (3)

budget_id Many2one → mis.budget
comodel_name='mis.budget'
kpi_expression_id Many2one
domain="[('kpi_id.report_id', '=', report_id), ('kpi_id.budgetable', '=', True)]"
report_id Many2one
readonly=True related='budget_id.report_id'

Public methods (0)

No public methods.

New fields (8)

analytic_account_id Many2one → account.analytic.account
comodel_name='account.analytic.account' string='Analytic account'
analytic_tag_ids Many2many → account.analytic.tag
comodel_name='account.analytic.tag' string='Analytic Tags'
budget_date_from Date
readonly=True related='budget_id.date_from' string='Budget Date From'
budget_date_to Date
readonly=True related='budget_id.date_to' string='Budget Date To'
budget_id Many2one → mis.budget.abstract
comodel_name='mis.budget.abstract' index=True ondelete='cascade' required=True string='Budget'
date_from Date
required=True string='From'
date_range_id Many2one → date.range
comodel_name='date.range' domain="[('date_start', '>=', budget_date_from), ('date_end', '<=', budget_date_to)]" string='Date range'
date_to Date
required=True string='To'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

drilldown(self, arg)

New fields (3)

source Selection
ondelete={SRC_MIS_BUDGET: 'cascade', SRC_MIS_BUDGET_BY_ACCOUNT: 'cascade'} selection_add=[(SRC_MIS_BUDGET, 'MIS Budget by KPI'), (SRC_MIS_BUDGET_BY_ACCOUNT, 'MIS Budget by Account')]
source_mis_budget_by_account_id Many2one → mis.budget.by.account
comodel_name='mis.budget.by.account' string='Budget by Account'
source_mis_budget_id Many2one → mis.budget
comodel_name='mis.budget' string='Budget by KPI'

Public methods (0)

No public methods.

New fields (1)

budgetable Boolean
default=False

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

name_search(self, name='', args=None, operator='ilike', limit=100)
@api.model

REPOSITORY
REPOSITORY	OCA/mis-builder
GIT
GIT	https://github.com/OCA/mis-builder.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/mis-builder/tree/14.0/mis_builder_budget
VERSION
VERSION	4.0.3
CATEGORY
CATEGORY	Uncategorized
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Odoo Community Association (OCA), ACSONE SA/NV
MAINTAINERS
MAINTAINERS	Odoo Community Association (OCA), ACSONE SA/NV
COMMITTERS
COMMITTERS	Stéphane Bidoul, OCA Transbot, oca-travis, Weblate, OCA-git-bot, oca-ci, oca-git-bot
WEBSITE
WEBSITE	https://github.com/OCA/mis-builder
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:41:10
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/mis-builder: - mis_builder OCA/reporting-engine: - report_xlsx OCA/server-ux: - date_range odoo/odoo: - account - base_setup - base - web - product - mail - bus - web_tour - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource - board
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (13)

XML ID	Name	Model	Type	Status
`mis_budget_by_account_form_view`	mis.budget.by.account.form (in mis_builder_budget)	mis.budget.by.account	form	New
`mis_budget_by_account_item_search_view`	mis.budget.by.account.item.search (in mis_builder_budget)	mis.budget.by.account.item	search	New
`mis_budget_by_account_item_tree_view`	mis.budget.by.account.item.tree (in mis_builder_budget)	mis.budget.by.account.item	tree	New
`mis_budget_by_account_search_view`	mis.budget.by.account.search (in mis_builder_budget)	mis.budget.by.account	search	New
`mis_budget_by_account_tree_view`	mis.budget.by.account.tree (in mis_builder_budget)	mis.budget.by.account	tree	New
`mis_budget_form_view`	mis.budget.form (in mis_builder_budget)	mis.budget	form	New
`mis_budget_item_search_view`	mis.budget.item.search (in mis_builder_budget)	mis.budget.item	search	New
`mis_budget_item_tree_view`	mis.budget.item.tree (in mis_builder_budget)	mis.budget.item	tree	New
`mis_budget_search_view`	mis.budget.search (in mis_builder_budget)	mis.budget	search	New
`mis_budget_tree_view`	mis.budget.tree (in mis_builder_budget)	mis.budget	tree	New
`mis_report_instance_period_form_view`	mis.report.instance.period.form (in mis_builder_budget)	mis.report.instance.period	group	Inherits mis_builder.mis_report_instance_period_view_form
`mis_report_view_form`	mis.report.view.form (in mis_builder_budget)	mis.report	xpath	Inherits mis_builder.mis_report_view_form
`mis_report_view_kpi_form`	mis.report.view.kpi.form (in mis_builder_budget)	mis.report.kpi	field	Inherits mis_builder.mis_report_view_kpi_form

Models touched (10)

New fields (2)

item_ids One2many → mis.budget.item
comodel_name='mis.budget.item' copy=True inverse_name='budget_id'
report_id Many2one → mis.report
comodel_name='mis.report' required=True string='MIS Report Template'

Public methods (0)

No public methods.

New fields (7)

company_id Many2one → res.company
comodel_name='res.company' default=<expr> string='Company'
date_from Date
required=True string='From' tracking=True
date_range_id Many2one → date.range
comodel_name='date.range' string='Date range'
date_to Date
required=True string='To' tracking=True
description Char
tracking=True
name Char
required=True tracking=True
state Selection
default='draft' required=True tracking=True args: [('draft', 'Draft'), ('confirmed', 'Confirmed'), ('cancelled', 'Cancelled')]

Public methods (4)

action_cancel(self)
action_confirm(self)
action_draft(self)
copy(self, default=None)

New fields (3)

allow_items_overlap Boolean
help='If checked, overlap between budget items is allowed'
company_id Many2one
required=True
item_ids One2many → mis.budget.by.account.item
comodel_name='mis.budget.by.account.item' copy=True inverse_name='budget_id'

Public methods (0)

No public methods.

New fields (8)

account_id Many2one → account.account
comodel_name='account.account' required=True string='Account'
balance Monetary
compute='_compute_balance' currency_field='company_currency_id' inverse='_inverse_balance' store=True
budget_id Many2one → mis.budget.by.account
comodel_name='mis.budget.by.account'
company_currency_id Many2one → res.currency
help='Utility field to express amount currency' readonly=True related='budget_id.company_id.currency_id' store=True string='Company Currency' args: 'res.currency'
company_id Many2one → res.company
readonly=True related='budget_id.company_id' store=True args: 'res.company'
credit Monetary
currency_field='company_currency_id' default=0.0
debit Monetary
currency_field='company_currency_id' default=0.0
name Char
string='Label'

Public methods (0)

No public methods.

New fields (3)

budget_id Many2one → mis.budget
comodel_name='mis.budget'
kpi_expression_id Many2one
domain="[('kpi_id.report_id', '=', report_id), ('kpi_id.budgetable', '=', True)]"
report_id Many2one
readonly=True related='budget_id.report_id'

Public methods (0)

No public methods.

New fields (8)

analytic_account_id Many2one → account.analytic.account
comodel_name='account.analytic.account' string='Analytic account'
analytic_tag_ids Many2many → account.analytic.tag
comodel_name='account.analytic.tag' string='Analytic Tags'
budget_date_from Date
readonly=True related='budget_id.date_from' string='Budget Date From'
budget_date_to Date
readonly=True related='budget_id.date_to' string='Budget Date To'
budget_id Many2one → mis.budget.abstract
comodel_name='mis.budget.abstract' index=True ondelete='cascade' required=True string='Budget'
date_from Date
required=True string='From'
date_range_id Many2one → date.range
comodel_name='date.range' domain="[('date_start', '>=', budget_date_from), ('date_end', '<=', budget_date_to)]" string='Date range'
date_to Date
required=True string='To'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

drilldown(self, arg)

New fields (3)

source Selection
ondelete={SRC_MIS_BUDGET: 'cascade', SRC_MIS_BUDGET_BY_ACCOUNT: 'cascade'} selection_add=[(SRC_MIS_BUDGET, 'MIS Budget by KPI'), (SRC_MIS_BUDGET_BY_ACCOUNT, 'MIS Budget by Account')]
source_mis_budget_by_account_id Many2one → mis.budget.by.account
comodel_name='mis.budget.by.account' string='Budget by Account'
source_mis_budget_id Many2one → mis.budget
comodel_name='mis.budget' string='Budget by KPI'

Public methods (0)

No public methods.

New fields (1)

budgetable Boolean
default=False

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

name_search(self, name='', args=None, operator='ilike', limit=100)
@api.model

REPOSITORY
REPOSITORY	OCA/mis-builder
GIT
GIT	https://github.com/OCA/mis-builder.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/mis-builder/tree/13.0/mis_builder_budget
VERSION
VERSION	4.0.2
CATEGORY
CATEGORY	Uncategorized
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Odoo Community Association (OCA), ACSONE SA/NV
MAINTAINERS
MAINTAINERS	Odoo Community Association (OCA), ACSONE SA/NV
COMMITTERS
COMMITTERS	Stéphane Bidoul, Lois Rilo, OCA Transbot, oca-travis, Weblate, OCA-git-bot, oca-git-bot
WEBSITE
WEBSITE	https://github.com/OCA/mis-builder
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:34:19
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/mis-builder: - mis_builder OCA/reporting-engine: - report_xlsx OCA/server-ux: - date_range odoo/odoo: - account - base_setup - base - web - product - mail - bus - web_tour - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource - board
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (13)

XML ID	Name	Model	Type	Status
`mis_budget_by_account_form_view`	mis.budget.by.account.form (in mis_builder_budget)	mis.budget.by.account	form	New
`mis_budget_by_account_item_search_view`	mis.budget.by.account.item.search (in mis_builder_budget)	mis.budget.by.account.item	search	New
`mis_budget_by_account_item_tree_view`	mis.budget.by.account.item.tree (in mis_builder_budget)	mis.budget.by.account.item	tree	New
`mis_budget_by_account_search_view`	mis.budget.by.account.search (in mis_builder_budget)	mis.budget.by.account	search	New
`mis_budget_by_account_tree_view`	mis.budget.by.account.tree (in mis_builder_budget)	mis.budget.by.account	tree	New
`mis_budget_form_view`	mis.budget.form (in mis_builder_budget)	mis.budget	form	New
`mis_budget_item_search_view`	mis.budget.item.search (in mis_builder_budget)	mis.budget.item	search	New
`mis_budget_item_tree_view`	mis.budget.item.tree (in mis_builder_budget)	mis.budget.item	tree	New
`mis_budget_search_view`	mis.budget.search (in mis_builder_budget)	mis.budget	search	New
`mis_budget_tree_view`	mis.budget.tree (in mis_builder_budget)	mis.budget	tree	New
`mis_report_instance_period_form_view`	mis.report.instance.period.form (in mis_builder_budget)	mis.report.instance.period	group	Inherits mis_builder.mis_report_instance_period_view_form
`mis_report_view_form`	mis.report.view.form (in mis_builder_budget)	mis.report	xpath	Inherits mis_builder.mis_report_view_form
`mis_report_view_kpi_form`	mis.report.view.kpi.form (in mis_builder_budget)	mis.report.kpi	field	Inherits mis_builder.mis_report_view_kpi_form

Models touched (10)

New fields (2)

item_ids One2many → mis.budget.item
comodel_name='mis.budget.item' copy=True inverse_name='budget_id'
report_id Many2one → mis.report
comodel_name='mis.report' required=True string='MIS Report Template'

Public methods (0)

No public methods.

New fields (7)

company_id Many2one → res.company
comodel_name='res.company' default=<expr> string='Company'
date_from Date
required=True string='From' track_visibility='onchange'
date_range_id Many2one → date.range
comodel_name='date.range' string='Date range'
date_to Date
required=True string='To' track_visibility='onchange'
description Char
track_visibility='onchange'
name Char
required=True track_visibility='onchange'
state Selection
default='draft' required=True track_visibility='onchange' args: [('draft', 'Draft'), ('confirmed', 'Confirmed'), ('cancelled', 'Cancelled')]

Public methods (4)

action_cancel(self)
action_confirm(self)
action_draft(self)
copy(self, default=None)

New fields (3)

allow_items_overlap Boolean
help='If checked, overlap between budget items is allowed'
company_id Many2one
required=True
item_ids One2many → mis.budget.by.account.item
comodel_name='mis.budget.by.account.item' copy=True inverse_name='budget_id'

Public methods (0)

No public methods.

New fields (8)

account_id Many2one → account.account
comodel_name='account.account' required=True string='Account'
balance Monetary
compute='_compute_balance' currency_field='company_currency_id' inverse='_inverse_balance' store=True
budget_id Many2one → mis.budget.by.account
comodel_name='mis.budget.by.account'
company_currency_id Many2one → res.currency
help='Utility field to express amount currency' readonly=True related='budget_id.company_id.currency_id' store=True string='Company Currency' args: 'res.currency'
company_id Many2one → res.company
readonly=True related='budget_id.company_id' store=True args: 'res.company'
credit Monetary
currency_field='company_currency_id' default=0.0
debit Monetary
currency_field='company_currency_id' default=0.0
name Char
string='Label'

Public methods (0)

No public methods.

New fields (3)

budget_id Many2one → mis.budget
comodel_name='mis.budget'
kpi_expression_id Many2one
domain="[('kpi_id.report_id', '=', report_id), ('kpi_id.budgetable', '=', True)]"
report_id Many2one
readonly=True related='budget_id.report_id'

Public methods (0)

No public methods.

New fields (8)

analytic_account_id Many2one → account.analytic.account
comodel_name='account.analytic.account' string='Analytic account'
analytic_tag_ids Many2many → account.analytic.tag
comodel_name='account.analytic.tag' string='Analytic Tags'
budget_date_from Date
readonly=True related='budget_id.date_from' string='Budget Date From'
budget_date_to Date
readonly=True related='budget_id.date_to' string='Budget Date To'
budget_id Many2one → mis.budget.abstract
comodel_name='mis.budget.abstract' index=True ondelete='cascade' required=True string='Budget'
date_from Date
required=True string='From'
date_range_id Many2one → date.range
comodel_name='date.range' domain="[('date_start', '>=', budget_date_from), ('date_end', '<=', budget_date_to)]" string='Date range'
date_to Date
required=True string='To'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

drilldown(self, arg)

New fields (3)

source Selection
selection_add=[(SRC_MIS_BUDGET, 'MIS Budget by KPI'), (SRC_MIS_BUDGET_BY_ACCOUNT, 'MIS Budget by Account')]
source_mis_budget_by_account_id Many2one → mis.budget.by.account
comodel_name='mis.budget.by.account' string='Budget by Account'
source_mis_budget_id Many2one → mis.budget
comodel_name='mis.budget' string='Budget by KPI'

Public methods (0)

No public methods.

New fields (1)

budgetable Boolean
default=False

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

name_search(self, name='', args=None, operator='ilike', limit=100)
@api.model

REPOSITORY
REPOSITORY	OCA/mis-builder
GIT
GIT	https://github.com/OCA/mis-builder.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/mis-builder/tree/12.0/mis_builder_budget
VERSION
VERSION	3.5.0
CATEGORY
CATEGORY	Uncategorized
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Odoo Community Association (OCA), ACSONE SA/NV
MAINTAINERS
MAINTAINERS	Odoo Community Association (OCA), ACSONE SA/NV
COMMITTERS
COMMITTERS	Stéphane Bidoul, Stéphane Bidoul (ACSONE), OCA Transbot, oca-travis, Weblate, OCA-git-bot
WEBSITE
WEBSITE	https://github.com/OCA/mis-builder
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:29:24
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/mis-builder: - mis_builder OCA/reporting-engine: - report_xlsx OCA/server-ux: - date_range OCA/web: - web_widget_color odoo/odoo: - account - base_setup - base - web - product - decimal_precision - mail - bus - web_tour - uom - analytic - portal - http_routing - digest - board
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	xlrd xlsxwriter
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (13)

XML ID	Name	Model	Type	Status
`mis_budget_by_account_form_view`	mis.budget.by.account.form (in mis_builder_budget)	mis.budget.by.account	form	New
`mis_budget_by_account_item_search_view`	mis.budget.by.account.item.search (in mis_builder_budget)	mis.budget.by.account.item	search	New
`mis_budget_by_account_item_tree_view`	mis.budget.by.account.item.tree (in mis_builder_budget)	mis.budget.by.account.item	tree	New
`mis_budget_by_account_search_view`	mis.budget.by.account.search (in mis_builder_budget)	mis.budget.by.account	search	New
`mis_budget_by_account_tree_view`	mis.budget.by.account.tree (in mis_builder_budget)	mis.budget.by.account	tree	New
`mis_budget_form_view`	mis.budget.form (in mis_builder_budget)	mis.budget	form	New
`mis_budget_item_search_view`	mis.budget.item.search (in mis_builder_budget)	mis.budget.item	search	New
`mis_budget_item_tree_view`	mis.budget.item.tree (in mis_builder_budget)	mis.budget.item	tree	New
`mis_budget_search_view`	mis.budget.search (in mis_builder_budget)	mis.budget	search	New
`mis_budget_tree_view`	mis.budget.tree (in mis_builder_budget)	mis.budget	tree	New
`mis_report_instance_period_form_view`	mis.report.instance.period.form (in mis_builder_budget)	mis.report.instance.period	group	Inherits mis_builder.mis_report_instance_period_view_form
`mis_report_view_form`	mis.report.view.form (in mis_builder_budget)	mis.report	xpath	Inherits mis_builder.mis_report_view_form
`mis_report_view_kpi_form`	mis.report.view.kpi.form (in mis_builder_budget)	mis.report.kpi	field	Inherits mis_builder.mis_report_view_kpi_form

Models touched (10)

New fields (2)

item_ids One2many → mis.budget.item
comodel_name='mis.budget.item' copy=True inverse_name='budget_id'
report_id Many2one → mis.report
comodel_name='mis.report' required=True string='MIS Report Template'

Public methods (0)

No public methods.

New fields (7)

company_id Many2one → res.company
comodel_name='res.company' default=_default_company string='Company'
date_from Date
required=True string='From' track_visibility='onchange'
date_range_id Many2one → date.range
comodel_name='date.range' string='Date range'
date_to Date
required=True string='To' track_visibility='onchange'
description Char
track_visibility='onchange'
name Char
required=True track_visibility='onchange'
state Selection
default='draft' required=True track_visibility='onchange' args: [('draft', 'Draft'), ('confirmed', 'Confirmed'), ('cancelled', 'Cancelled')]

Public methods (4)

action_cancel(self)
action_confirm(self)
action_draft(self)
copy(self, default=None)

New fields (2)

company_id Many2one
required=True
item_ids One2many → mis.budget.by.account.item
comodel_name='mis.budget.by.account.item' copy=True inverse_name='budget_id'

Public methods (0)

No public methods.

New fields (7)

account_id Many2one → account.account
comodel_name='account.account' required=True string='Account'
balance Monetary
compute='_compute_balance' currency_field='company_currency_id' store=True
budget_id Many2one → mis.budget.by.account
comodel_name='mis.budget.by.account'
company_currency_id Many2one → res.currency
help='Utility field to express amount currency' readonly=True related='budget_id.company_id.currency_id' store=True string='Company Currency' args: 'res.currency'
company_id Many2one → res.company
readonly=True related='budget_id.company_id' store=True args: 'res.company'
credit Monetary
currency_field='company_currency_id' default=0.0
debit Monetary
currency_field='company_currency_id' default=0.0

Public methods (0)

No public methods.

New fields (3)

budget_id Many2one → mis.budget
comodel_name='mis.budget'
kpi_expression_id Many2one
domain="[('kpi_id.report_id', '=', report_id), ('kpi_id.budgetable', '=', True)]"
report_id Many2one
readonly=True related='budget_id.report_id'

Public methods (0)

No public methods.

New fields (8)

analytic_account_id Many2one → account.analytic.account
comodel_name='account.analytic.account' string='Analytic account'
analytic_tag_ids Many2many → account.analytic.tag
comodel_name='account.analytic.tag' string='Analytic Tags'
budget_date_from Date
readonly=True related='budget_id.date_from' string='Budget Date From'
budget_date_to Date
readonly=True related='budget_id.date_to' string='Budget Date To'
budget_id Many2one → mis.budget.abstract
comodel_name='mis.budget.abstract' index=True ondelete='cascade' required=True string='Budget'
date_from Date
required=True string='From'
date_range_id Many2one → date.range
comodel_name='date.range' domain="[('date_start', '>=', budget_date_from), ('date_end', '<=', budget_date_to)]" string='Date range'
date_to Date
required=True string='To'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

drilldown(self, arg)

New fields (3)

source Selection
selection_add=[(SRC_MIS_BUDGET, 'MIS Budget by KPI'), (SRC_MIS_BUDGET_BY_ACCOUNT, 'MIS Budget by Account')]
source_mis_budget_by_account_id Many2one → mis.budget.by.account
comodel_name='mis.budget.by.account' string='Budget by Account'
source_mis_budget_id Many2one → mis.budget
comodel_name='mis.budget' oldname='source_mis_budget' string='Budget by KPI'

Public methods (0)

No public methods.

New fields (1)

budgetable Boolean
default=False

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

name_search(self, name='', args=None, operator='ilike', limit=100)
@api.model

REPOSITORY
REPOSITORY	OCA/mis-builder
GIT
GIT	https://github.com/OCA/mis-builder.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/mis-builder/tree/11.0/mis_builder_budget
VERSION
VERSION	3.5.0
CATEGORY
CATEGORY	Uncategorized
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Odoo Community Association (OCA), ACSONE SA/NV
MAINTAINERS
MAINTAINERS	Odoo Community Association (OCA), ACSONE SA/NV
COMMITTERS
COMMITTERS	Stéphane Bidoul, Pedro M. Baeza, GitHub, Stéphane Bidoul (ACSONE), OCA Transbot, oca-travis, OCA-git-bot, OCA Git Bot
WEBSITE
WEBSITE	https://github.com/OCA/mis-builder
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:24:01
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/mis-builder: - mis_builder OCA/reporting-engine: - report_xlsx OCA/server-ux: - date_range OCA/web: - web_widget_color odoo/odoo: - account - base_setup - base - web - product - decimal_precision - mail - bus - web_tour - analytic - web_planner - portal - http_routing - board
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	xlrd xlsxwriter
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (13)

XML ID	Name	Model	Type	Status
`mis_budget_by_account_form_view`	mis.budget.by.account.form (in mis_builder_budget)	mis.budget.by.account	form	New
`mis_budget_by_account_item_search_view`	mis.budget.by.account.item.search (in mis_builder_budget)	mis.budget.by.account.item	search	New
`mis_budget_by_account_item_tree_view`	mis.budget.by.account.item.tree (in mis_builder_budget)	mis.budget.by.account.item	tree	New
`mis_budget_by_account_search_view`	mis.budget.by.account.search (in mis_builder_budget)	mis.budget.by.account	search	New
`mis_budget_by_account_tree_view`	mis.budget.by.account.tree (in mis_builder_budget)	mis.budget.by.account	tree	New
`mis_budget_form_view`	mis.budget.form (in mis_builder_budget)	mis.budget	form	New
`mis_budget_item_search_view`	mis.budget.item.search (in mis_builder_budget)	mis.budget.item	search	New
`mis_budget_item_tree_view`	mis.budget.item.tree (in mis_builder_budget)	mis.budget.item	tree	New
`mis_budget_search_view`	mis.budget.search (in mis_builder_budget)	mis.budget	search	New
`mis_budget_tree_view`	mis.budget.tree (in mis_builder_budget)	mis.budget	tree	New
`mis_report_instance_period_form_view`	mis.report.instance.period.form (in mis_builder_budget)	mis.report.instance.period	group	Inherits mis_builder.mis_report_instance_period_view_form
`mis_report_view_form`	mis.report.view.form (in mis_builder_budget)	mis.report	xpath	Inherits mis_builder.mis_report_view_form
`mis_report_view_kpi_form`	mis.report.view.kpi.form (in mis_builder_budget)	mis.report.kpi	field	Inherits mis_builder.mis_report_view_kpi_form

Models touched (10)

New fields (2)

item_ids One2many → mis.budget.item
comodel_name='mis.budget.item' copy=True inverse_name='budget_id'
report_id Many2one → mis.report
comodel_name='mis.report' required=True string='MIS Report Template'

Public methods (0)

No public methods.

New fields (7)

company_id Many2one → res.company
comodel_name='res.company' default=_default_company string='Company'
date_from Date
required=True string='From' track_visibility='onchange'
date_range_id Many2one → date.range
comodel_name='date.range' string='Date range'
date_to Date
required=True string='To' track_visibility='onchange'
description Char
track_visibility='onchange'
name Char
required=True track_visibility='onchange'
state Selection
default='draft' required=True track_visibility='onchange' args: [('draft', 'Draft'), ('confirmed', 'Confirmed'), ('cancelled', 'Cancelled')]

Public methods (4)

action_cancel(self)
action_confirm(self)
action_draft(self)
copy(self, default=None)

New fields (2)

company_id Many2one
required=True
item_ids One2many → mis.budget.by.account.item
comodel_name='mis.budget.by.account.item' copy=True inverse_name='budget_id'

Public methods (0)

No public methods.

New fields (7)

account_id Many2one → account.account
comodel_name='account.account' required=True string='Account'
balance Monetary
compute='_compute_balance' currency_field='company_currency_id' store=True
budget_id Many2one → mis.budget.by.account
comodel_name='mis.budget.by.account'
company_currency_id Many2one → res.currency
help='Utility field to express amount currency' readonly=True related='budget_id.company_id.currency_id' store=True string='Company Currency' args: 'res.currency'
company_id Many2one → res.company
readonly=True related='budget_id.company_id' store=True args: 'res.company'
credit Monetary
currency_field='company_currency_id' default=0.0
debit Monetary
currency_field='company_currency_id' default=0.0

Public methods (0)

No public methods.

New fields (3)

budget_id Many2one → mis.budget
comodel_name='mis.budget'
kpi_expression_id Many2one
domain="[('kpi_id.report_id', '=', report_id), ('kpi_id.budgetable', '=', True)]"
report_id Many2one
readonly=True related='budget_id.report_id'

Public methods (0)

No public methods.

New fields (8)

analytic_account_id Many2one → account.analytic.account
comodel_name='account.analytic.account' string='Analytic account'
analytic_tag_ids Many2many → account.analytic.tag
comodel_name='account.analytic.tag' string='Analytic Tags'
budget_date_from Date
readonly=True related='budget_id.date_from' string='Budget Date From'
budget_date_to Date
readonly=True related='budget_id.date_to' string='Budget Date To'
budget_id Many2one → mis.budget.abstract
comodel_name='mis.budget.abstract' index=True ondelete='cascade' required=True string='Budget'
date_from Date
required=True string='From'
date_range_id Many2one → date.range
comodel_name='date.range' domain="[('date_start', '>=', budget_date_from), ('date_end', '<=', budget_date_to)]" string='Date range'
date_to Date
required=True string='To'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

drilldown(self, arg)

New fields (3)

source Selection
selection_add=[(SRC_MIS_BUDGET, 'MIS Budget by KPI'), (SRC_MIS_BUDGET_BY_ACCOUNT, 'MIS Budget by Account')]
source_mis_budget_by_account_id Many2one → mis.budget.by.account
comodel_name='mis.budget.by.account' string='Budget by Account'
source_mis_budget_id Many2one → mis.budget
comodel_name='mis.budget' oldname='source_mis_budget' string='Budget by KPI'

Public methods (0)

No public methods.

New fields (1)

budgetable Boolean
default=False

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

name_search(self, name='', args=None, operator='ilike', limit=100)
@api.model

REPOSITORY
REPOSITORY	OCA/mis-builder
GIT
GIT	https://github.com/OCA/mis-builder.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/mis-builder/tree/10.0/mis_builder_budget
VERSION
VERSION	3.5.0
CATEGORY
CATEGORY	Uncategorized
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Odoo Community Association (OCA), ACSONE SA/NV
MAINTAINERS
MAINTAINERS	Odoo Community Association (OCA), ACSONE SA/NV
COMMITTERS
COMMITTERS	Stéphane Bidoul, OCA Transbot, oca-travis, OCA-git-bot
WEBSITE
WEBSITE	https://github.com/OCA/mis-builder/
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:20:02
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/mis-builder: - mis_builder OCA/reporting-engine: - report_xlsx OCA/server-tools: - date_range OCA/web: - web_widget_color odoo/odoo: - account - base_setup - base - web_kanban - web - product - decimal_precision - mail - bus - web_tour - report - analytic - web_planner - board
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	xlsxwriter
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (13)

XML ID	Name	Model	Type	Status
`mis_budget_by_account_form_view`	mis.budget.by.account.form (in mis_builder_budget)	mis.budget.by.account	form	New
`mis_budget_by_account_item_search_view`	mis.budget.by.account.item.search (in mis_builder_budget)	mis.budget.by.account.item	search	New
`mis_budget_by_account_item_tree_view`	mis.budget.by.account.item.tree (in mis_builder_budget)	mis.budget.by.account.item	tree	New
`mis_budget_by_account_search_view`	mis.budget.by.account.search (in mis_builder_budget)	mis.budget.by.account	search	New
`mis_budget_by_account_tree_view`	mis.budget.by.account.tree (in mis_builder_budget)	mis.budget.by.account	tree	New
`mis_budget_form_view`	mis.budget.form (in mis_builder_budget)	mis.budget	form	New
`mis_budget_item_search_view`	mis.budget.item.search (in mis_builder_budget)	mis.budget.item	search	New
`mis_budget_item_tree_view`	mis.budget.item.tree (in mis_builder_budget)	mis.budget.item	tree	New
`mis_budget_search_view`	mis.budget.search (in mis_builder_budget)	mis.budget	search	New
`mis_budget_tree_view`	mis.budget.tree (in mis_builder_budget)	mis.budget	tree	New
`mis_report_instance_period_form_view`	mis.report.instance.period.form (in mis_builder_budget)	mis.report.instance.period	group	Inherits mis_builder.mis_report_instance_period_view_form
`mis_report_view_form`	mis.report.view.form (in mis_builder_budget)	mis.report	xpath	Inherits mis_builder.mis_report_view_form
`mis_report_view_kpi_form`	mis.report.view.kpi.form (in mis_builder_budget)	mis.report.kpi	field	Inherits mis_builder.mis_report_view_kpi_form

Models touched (10)

New fields (2)

item_ids One2many → mis.budget.item
comodel_name='mis.budget.item' copy=True inverse_name='budget_id'
report_id Many2one → mis.report
comodel_name='mis.report' required=True string='MIS Report Template'

Public methods (0)

No public methods.

New fields (7)

company_id Many2one → res.company
comodel_name='res.company' default=_default_company string='Company'
date_from Date
required=True string='From' track_visibility='onchange'
date_range_id Many2one → date.range
comodel_name='date.range' string='Date range'
date_to Date
required=True string='To' track_visibility='onchange'
description Char
track_visibility='onchange'
name Char
required=True track_visibility='onchange'
state Selection
default='draft' required=True track_visibility='onchange' args: [('draft', 'Draft'), ('confirmed', 'Confirmed'), ('cancelled', 'Cancelled')]

Public methods (4)

action_cancel(self)
action_confirm(self)
action_draft(self)
copy(self, default=None)

New fields (2)

company_id Many2one
required=True
item_ids One2many → mis.budget.by.account.item
comodel_name='mis.budget.by.account.item' copy=True inverse_name='budget_id'

Public methods (0)

No public methods.

New fields (7)

account_id Many2one → account.account
comodel_name='account.account' required=True string='Account'
balance Monetary
compute='_compute_balance' currency_field='company_currency_id' store=True
budget_id Many2one → mis.budget.by.account
comodel_name='mis.budget.by.account'
company_currency_id Many2one → res.currency
help='Utility field to express amount currency' readonly=True related='budget_id.company_id.currency_id' store=True string='Company Currency' args: 'res.currency'
company_id Many2one → res.company
readonly=True related='budget_id.company_id' store=True args: 'res.company'
credit Monetary
currency_field='company_currency_id' default=0.0
debit Monetary
currency_field='company_currency_id' default=0.0

Public methods (0)

No public methods.

New fields (3)

budget_id Many2one → mis.budget
comodel_name='mis.budget'
kpi_expression_id Many2one
domain="[('kpi_id.report_id', '=', report_id), ('kpi_id.budgetable', '=', True)]"
report_id Many2one
readonly=True related='budget_id.report_id'

Public methods (0)

No public methods.

New fields (8)

analytic_account_id Many2one → account.analytic.account
comodel_name='account.analytic.account' string='Analytic account'
analytic_tag_ids Many2many → account.analytic.tag
comodel_name='account.analytic.tag' string='Analytic Tags'
budget_date_from Date
readonly=True related='budget_id.date_from' string='Budget Date From'
budget_date_to Date
readonly=True related='budget_id.date_to' string='Budget Date To'
budget_id Many2one → mis.budget.abstract
comodel_name='mis.budget.abstract' index=True ondelete='cascade' required=True string='Budget'
date_from Date
required=True string='From'
date_range_id Many2one → date.range
comodel_name='date.range' domain="[('date_start', '>=', budget_date_from), ('date_end', '<=', budget_date_to)]" string='Date range'
date_to Date
required=True string='To'

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

drilldown(self, arg)

New fields (3)

source Selection
selection_add=[(SRC_MIS_BUDGET, 'MIS Budget by KPI'), (SRC_MIS_BUDGET_BY_ACCOUNT, 'MIS Budget by Account')]
source_mis_budget_by_account_id Many2one → mis.budget.by.account
comodel_name='mis.budget.by.account' string='Budget by Account'
source_mis_budget_id Many2one → mis.budget
comodel_name='mis.budget' oldname='source_mis_budget' string='Budget by KPI'

Public methods (0)

No public methods.

New fields (1)

budgetable Boolean
default=False

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

name_search(self, name='', args=None, operator='ilike', limit=100)
@api.model

REPOSITORY
REPOSITORY	OCA/mis-builder
GIT
GIT	https://github.com/OCA/mis-builder.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/mis-builder/tree/9.0/mis_builder_budget
VERSION
VERSION	3.4.0
CATEGORY
CATEGORY	Uncategorized
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Odoo Community Association (OCA), ACSONE SA/NV
MAINTAINERS
MAINTAINERS	Odoo Community Association (OCA), ACSONE SA/NV
COMMITTERS
COMMITTERS	GitHub, Stéphane Bidoul (ACSONE), Jordi Ballester Alomar, OCA Transbot, oca-travis, Weblate, OCA-git-bot, OCA Git Bot, Benjamin Willig, Artem Kostyuk
WEBSITE
WEBSITE	https://github.com/OCA/mis-builder/
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:15:24
ODOO DEPENDENCIES
ODOO DEPENDENCIES	OCA/mis-builder: - mis_builder OCA/reporting-engine: - report_xlsx OCA/server-tools: - date_range OCA/web: - web_widget_color odoo/odoo: - account - base_setup - base - web_kanban - web - product - decimal_precision - mail - bus - report - analytic - web_tip - web_planner
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	xlsxwriter
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (8)

XML ID	Name	Model	Type	Status
`mis_budget_form_view`	mis.budget.form (in mis_builder_budget)	mis.budget	form	New
`mis_budget_item_search_view`	mis.budget.item.search (in mis_builder_budget)	mis.budget.item	search	New
`mis_budget_item_tree_view`	mis.budget.item.tree (in mis_builder_budget)	mis.budget.item	tree	New
`mis_budget_search_view`	mis.budget.search (in mis_builder_budget)	mis.budget	search	New
`mis_budget_tree_view`	mis.budget.tree (in mis_builder_budget)	mis.budget	tree	New
`mis_report_instance_period_form_view`	mis.report.instance.period.form (in mis_builder_budget)	mis.report.instance.period	group	Inherits mis_builder.mis_report_instance_period_view_form
`mis_report_view_form`	mis.report.view.form (in mis_builder_budget)	mis.report	xpath	Inherits mis_builder.mis_report_view_form
`mis_report_view_kpi_form`	mis.report.view.kpi.form (in mis_builder_budget)	mis.report.kpi	field	Inherits mis_builder.mis_report_view_kpi_form

Models touched (6)

New fields (9)

company_id Many2one → res.company
comodel_name='res.company' default=_default_company string='Company'
date_from Date
required=True string='From' track_visibility='onchange'
date_range_id Many2one → date.range
comodel_name='date.range' string='Date range'
date_to Date
required=True string='To' track_visibility='onchange'
description Char
track_visibility='onchange'
item_ids One2many → mis.budget.item
comodel_name='mis.budget.item' copy=True inverse_name='budget_id'
name Char
required=True track_visibility='onchange'
report_id Many2one → mis.report
comodel_name='mis.report' required=True string='MIS Report Template'
state Selection
default='draft' required=True track_visibility='onchange' args: [('draft', 'Draft'), ('confirmed', 'Confirmed'), ('cancelled', 'Cancelled')]

Public methods (4)

action_cancel(self)
@api.multi
action_confirm(self)
@api.multi
action_draft(self)
@api.multi
copy(self, default=None)
@api.multi

New fields (10)

analytic_account_id Many2one → account.analytic.account
comodel_name='account.analytic.account' string='Analytic account'
analytic_tag_ids Many2many → account.analytic.tag
comodel_name='account.analytic.tag' string='Analytic Tags'
budget_date_from Date
readonly=True related='budget_id.date_from' string='Budget Date From'
budget_date_to Date
readonly=True related='budget_id.date_to' string='Budget Date To'
budget_id Many2one → mis.budget
comodel_name='mis.budget' index=True ondelete='cascade' required=True string='Budget'
date_range_id Many2one → date.range
comodel_name='date.range' domain="[('date_start', '>=', budget_date_from), ('date_end', '<=', budget_date_to)]" string='Date range'
kpi_expression_id Many2one
domain="[('kpi_id.report_id', '=', report_id), ('kpi_id.budgetable', '=', True)]"
report_id Many2one
readonly=True related='budget_id.report_id'
seq1 Integer
readonly=True related='kpi_expression_id.kpi_id.sequence' store=True
seq2 Integer
readonly=True related='kpi_expression_id.subkpi_id.sequence' store=True

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

drilldown(self, arg)
@api.multi

New fields (2)

source Selection
selection_add=[(SRC_MIS_BUDGET, 'MIS Budget')]
source_mis_budget_id Many2one → mis.budget
comodel_name='mis.budget' oldname='source_mis_budget' string='Budget'

Public methods (0)

No public methods.

New fields (1)

budgetable Boolean
default=False

Public methods (0)

No public methods.

New fields (0)

No new fields.

Public methods (1)

name_search(self, name='', args=None, operator='ilike', limit=100)
@api.model

MIS Builder Budget

Code Analysis

Views touched (13)

Models touched (10)

mis.budget New model Model 3 fields 0 methods MisBudget · inherits mis.budget.abstract, mail.thread · MIS Budget by KPI

mis.budget.abstract New model AbstractModel 7 fields 4 methods MisBudgetAbstract · inherits mail.thread · MIS Budget (Abstract Base Class)

mis.budget.by.account New model Model 4 fields 0 methods MisBudgetByAccount · inherits mis.budget.abstract, mail.thread · MIS Budget by Account

mis.budget.by.account.item New model Model 8 fields 0 methods MisBudgetByAccountItem · inherits mis.budget.item.abstract, prorata.read_group.mixin, analytic.mixin · MIS Budget Item (by Account)

mis.budget.item New model Model 5 fields 0 methods MisBudgetItem · inherits mis.budget.item.abstract, mis.kpi.data · MIS Budget Item (by KPI)

mis.budget.item.abstract New model AbstractModel 6 fields 0 methods MisBudgetItemAbstract · MIS Budget Item (Abstract Base Class)

mis.report.instance Extends Model 0 fields 1 method MisReportInstance · inherits mis.report.instance

mis.report.instance.period Extends Model 3 fields 0 methods MisReportInstancePeriod · inherits mis.report.instance.period

mis.report.kpi Extends Model 1 field 0 methods MisReportKpi · inherits mis.report.kpi

mis.report.kpi.expression Extends Model 0 fields 0 methods MisReportKpiExpression · inherits mis.report.kpi.expression

Code Analysis

Views touched (13)

Models touched (10)

mis.budget New model Model 3 fields 0 methods MisBudget · inherits mis.budget.abstract, mail.thread · MIS Budget by KPI

mis.budget.abstract New model AbstractModel 7 fields 4 methods MisBudgetAbstract · inherits mail.thread · MIS Budget (Abstract Base Class)

mis.budget.by.account New model Model 4 fields 0 methods MisBudgetByAccount · inherits mis.budget.abstract, mail.thread · MIS Budget by Account

mis.budget.by.account.item New model Model 8 fields 0 methods MisBudgetByAccountItem · inherits mis.budget.item.abstract, prorata.read_group.mixin, analytic.mixin · MIS Budget Item (by Account)

mis.budget.item New model Model 5 fields 0 methods MisBudgetItem · inherits mis.budget.item.abstract, mis.kpi.data · MIS Budget Item (by KPI)

mis.budget.item.abstract New model AbstractModel 6 fields 0 methods MisBudgetItemAbstract · MIS Budget Item (Abstract Base Class)

mis.report.instance Extends Model 0 fields 1 method MisReportInstance · inherits mis.report.instance

mis.report.instance.period Extends Model 3 fields 0 methods MisReportInstancePeriod · inherits mis.report.instance.period

mis.report.kpi Extends Model 1 field 0 methods MisReportKpi · inherits mis.report.kpi

mis.report.kpi.expression Extends Model 0 fields 0 methods MisReportKpiExpression · inherits mis.report.kpi.expression

Code Analysis

Views touched (13)

Models touched (10)

mis.budget New model Model 3 fields 0 methods MisBudget · inherits mis.budget.abstract, mail.thread · MIS Budget by KPI

mis.budget.abstract New model AbstractModel 7 fields 4 methods MisBudgetAbstract · inherits mail.thread · MIS Budget (Abstract Base Class)

mis.budget.by.account New model Model 4 fields 0 methods MisBudgetByAccount · inherits mis.budget.abstract, mail.thread · MIS Budget by Account

mis.budget.by.account.item New model Model 8 fields 0 methods MisBudgetByAccountItem · inherits mis.budget.item.abstract, prorata.read_group.mixin, analytic.mixin · MIS Budget Item (by Account)

mis.budget.item New model Model 5 fields 0 methods MisBudgetItem · inherits mis.budget.item.abstract, mis.kpi.data · MIS Budget Item (by KPI)

mis.budget.item.abstract New model AbstractModel 6 fields 0 methods MisBudgetItemAbstract · MIS Budget Item (Abstract Base Class)

mis.report.instance Extends Model 0 fields 1 method MisReportInstance · inherits mis.report.instance

mis.report.instance.period Extends Model 3 fields 0 methods MisReportInstancePeriod · inherits mis.report.instance.period

mis.report.kpi Extends Model 1 field 0 methods MisReportKpi · inherits mis.report.kpi

mis.report.kpi.expression Extends Model 0 fields 1 method MisReportKpiExpression · inherits mis.report.kpi.expression

Code Analysis

Views touched (13)

Models touched (10)

mis.budget New model Model 3 fields 0 methods MisBudget · inherits mis.budget.abstract, mail.thread · MIS Budget by KPI

mis.budget.abstract New model AbstractModel 7 fields 4 methods MisBudgetAbstract · inherits mail.thread · MIS Budget (Abstract Base Class)

mis.budget.by.account New model Model 4 fields 0 methods MisBudgetByAccount · inherits mis.budget.abstract, mail.thread · MIS Budget by Account

mis.budget.by.account.item New model Model 8 fields 0 methods MisBudgetByAccountItem · inherits mis.budget.item.abstract, prorata.read_group.mixin, analytic.mixin · MIS Budget Item (by Account)

mis.budget.item New model Model 5 fields 0 methods MisBudgetItem · inherits mis.budget.item.abstract, mis.kpi.data · MIS Budget Item (by KPI)

mis.budget.item.abstract New model AbstractModel 6 fields 0 methods MisBudgetItemAbstract · MIS Budget Item (Abstract Base Class)

mis.report.instance Extends Model 0 fields 1 method MisReportInstance · inherits mis.report.instance

mis.report.instance.period Extends Model 3 fields 0 methods MisReportInstancePeriod · inherits mis.report.instance.period

mis.report.kpi Extends Model 1 field 0 methods MisReportKpi · inherits mis.report.kpi

mis.report.kpi.expression Extends Model 0 fields 1 method MisReportKpiExpression · inherits mis.report.kpi.expression

Code Analysis

Views touched (13)

Models touched (10)

mis.budget New model Model 2 fields 0 methods MisBudget · inherits mis.budget.abstract, mail.thread · MIS Budget by KPI

mis.budget.abstract New model AbstractModel 7 fields 4 methods MisBudgetAbstract · inherits mail.thread · MIS Budget (Abstract Base Class)

mis.budget.by.account New model Model 3 fields 0 methods MisBudgetByAccount · inherits mis.budget.abstract, mail.thread · MIS Budget by Account

mis.budget.by.account.item New model Model 8 fields 0 methods MisBudgetByAccountItem · inherits mis.budget.item.abstract, prorata.read_group.mixin · MIS Budget Item (by Account)

mis.budget.item New model Model 3 fields 0 methods MisBudgetItem · inherits mis.budget.item.abstract, mis.kpi.data · MIS Budget Item (by KPI)

mis.budget.item.abstract New model AbstractModel 8 fields 0 methods MisBudgetItemAbstract · MIS Budget Item (Abstract Base Class)

mis.report.instance Extends Model 0 fields 1 method MisReportInstance · inherits mis.report.instance

mis.report.instance.period Extends Model 3 fields 0 methods MisReportInstancePeriod · inherits mis.report.instance.period

mis.report.kpi Extends Model 1 field 0 methods MisReportKpi · inherits mis.report.kpi

mis.report.kpi.expression Extends Model 0 fields 1 method MisReportKpiExpression · inherits mis.report.kpi.expression

Code Analysis

Views touched (13)

Models touched (10)

mis.budget New model Model 2 fields 0 methods MisBudget · inherits mis.budget.abstract, mail.thread · MIS Budget by KPI

mis.budget.abstract New model AbstractModel 7 fields 4 methods MisBudgetAbstract · inherits mail.thread · MIS Budget (Abstract Base Class)

mis.budget.by.account New model Model 3 fields 0 methods MisBudgetByAccount · inherits mis.budget.abstract, mail.thread · MIS Budget by Account

mis.budget.by.account.item New model Model 8 fields 0 methods MisBudgetByAccountItem · inherits mis.budget.item.abstract, prorata.read_group.mixin · MIS Budget Item (by Account)

mis.budget.item New model Model 3 fields 0 methods MisBudgetItem · inherits mis.budget.item.abstract, mis.kpi.data · MIS Budget Item (by KPI)

mis.budget.item.abstract New model AbstractModel 8 fields 0 methods MisBudgetItemAbstract · MIS Budget Item (Abstract Base Class)

mis.report.instance Extends Model 0 fields 1 method MisReportInstance · inherits mis.report.instance

mis.report.instance.period Extends Model 3 fields 0 methods MisReportInstancePeriod · inherits mis.report.instance.period

mis.report.kpi Extends Model 1 field 0 methods MisReportKpi · inherits mis.report.kpi

mis.report.kpi.expression Extends Model 0 fields 1 method MisReportKpiExpression · inherits mis.report.kpi.expression

Code Analysis